Advisor at AMI Investment Management Inc
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Firm
AMI Investment Management Inc
Location
Kendallville, IN 46755
Credentials
CFA®, Series 65
Industry experience
25 years
Michael Axel is a CFA® charterholder and holds a Series 65 license with 25 years of industry experience. He has been with AMI Investment Management Inc since 1995. Outside of his advisory role, he serves on the boards of Parkview Health Systems, Oak Farm School, and Trine University. AMI Investment Management provides discretionary investment management and financial planning services to individual and institutional clients, including high-net-worth households and public entities. The firm employs a bottom-up, value-oriented investment approach with focused equity portfolios and diversified fixed income, managing accounts primarily on a discretionary basis.
Based on AMI Investment Management Inc
Based on AMI Investment Management Inc
Fixed retainer fees for financial planning services based on complexity, generally up to $5,000.
$0 - $2.5 million: 1.0% $2.5 million - $5 million: 0.80% $5 million - $10 million: 0.60% $10 million+: 0.40%
Fee-only: Fixed retainers for financial planning generally do not exceed $5,000, billed quarterly; fees may be higher for complex cases.
710 Krueger St.
Kendallville, IN 46755
Indiana · Texas
AMI Investment Management
1995 - Present (31 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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Series 66
Auburn, IN
Mid Michigan Insurance and Financial Services LLC
CFP®, Series 66
Kendallville, IN
AMI Investment Management Inc
Series 65
Kendallville, IN
AMI Investment Management Inc
CFP®
Kendallville, IN
AMI Investment Management Inc
Series 66
Auburn, IN
Pathway Financial Advisers, LLC
CFP®, Series 66
Auburn, IN
Pathway Financial Advisers, LLC
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